# Edisource Docs

> How-to guides for journalists, editors, and content strategists using Edisource.

This site is public. Each how-to page is authored as Markdown in the edisource-doc-hub repository.

## Getting started

- [Welcome](https://docs.edisource.co/getting-started/welcome/): What this hub covers
- [First steps](https://docs.edisource.co/getting-started/first-steps/): Sign in and complete a first workflow

## Discover

- [Overview](https://docs.edisource.co/discover/overview/): What Discover feeds do
- [Create a feed](https://docs.edisource.co/discover/create-a-feed/): Keyword and URL setup without overcrowding
- [Feed groups](https://docs.edisource.co/discover/feed-groups/): Parent groups that aggregate child feeds
- [Feed settings](https://docs.edisource.co/discover/feed-settings/): Systematic instructions and filters
- [Schedules and notifications](https://docs.edisource.co/discover/schedules-and-notifications/): Run cadence and email alerts
- [Templates and AI drafts](https://docs.edisource.co/discover/templates-and-ai-drafts/): Auto-draft from strong findings
- [Best practices](https://docs.edisource.co/discover/best-practices/): Focused feeds, groups, and stronger assignments
- [Troubleshooting](https://docs.edisource.co/discover/troubleshooting/): Empty, noisy, or stalled feeds

## Sentinel

- [Overview](https://docs.edisource.co/sentinel/overview/): Monitoring model and instructions
- [Plans and credits](https://docs.edisource.co/sentinel/plans-and-credits/): Weekly credits and plan limits
- [Use cases](https://docs.edisource.co/sentinel/use-cases/): Regulatory, news, research, and competitor watches
- [FAQs](https://docs.edisource.co/sentinel/faqs/): Common questions

## Templates

- [Overview](https://docs.edisource.co/templates/overview/): Why templates are reusable assignments, not chatbot prompts
- [Add a template](https://docs.edisource.co/templates/add-a-template/): Create, configure, and deploy a template
- [Prompting best practices](https://docs.edisource.co/templates/prompting-best-practices/): Write assignments for newsletters, rewrites, research, products, and new hires
- [Knowledge blocks](https://docs.edisource.co/templates/knowledge-blocks/): Reusable org reference inserted with {{block_}} keys
- [Blurbs](https://docs.edisource.co/templates/blurbs/): Reusable chat snippets, optionally with knowledge blocks
- [Structure output with XML tags](https://docs.edisource.co/templates/xml-tags/): Wrap titles, SEO fields, and other attributes for studio, queue, and publishing
- [HTML templates](https://docs.edisource.co/templates/html-templates/): Fill a fixed HTML layout with Handlebars placeholders

## Theme Studio

- [Overview](https://docs.edisource.co/theme-studio/overview/): Design document themes for Document templates
- [Create a theme](https://docs.edisource.co/theme-studio/create-a-theme/): Start from scratch, a PowerPoint deck, or AI
- [Theme Studio](https://docs.edisource.co/theme-studio/edit-a-theme/): Edit masters, slots, preview, and publish
- [Design best practices](https://docs.edisource.co/theme-studio/design-best-practices/): Word counts, adaptive text, descriptions, and page density

## Transcriptions

- [Overview](https://docs.edisource.co/transcriptions/overview/): Upload audio or video and get a speaker-labeled transcript
- [Review and edit](https://docs.edisource.co/transcriptions/review-and-edit/): Playback, speaker names, utterance fixes, and export
- [Ask and draft](https://docs.edisource.co/transcriptions/ask-and-draft/): Suggested actions, chat, and studio drafts

## Bulk add

- [Overview](https://docs.edisource.co/bulk-add/overview/): Assign templates to many sources and review the batch

## Projects

- [Overview](https://docs.edisource.co/projects/overview/): Shared workspaces in My Drafts for related stories
- [Sources and feeds](https://docs.edisource.co/projects/sources-and-feeds/): Upload files and link Discover feeds Jo can use
- [Todos, instructions, and memory](https://docs.edisource.co/projects/todos-and-memory/): Reminders, standing rules, and notes for Jo

## Queue

- [Overview](https://docs.edisource.co/queue/overview/): Why AI-generated pieces sit in My Queue instead of My Drafts
- [Review and publish](https://docs.edisource.co/queue/review-and-publish/): Audit claims, open as a draft, or publish from the queue

## Content Studio

- [Overview](https://docs.edisource.co/content-studio/overview/): Open a draft and use the editor, panels, and Publish button
- [Edit a draft](https://docs.edisource.co/content-studio/edit-a-draft/): Formatting, Jo edits, comments, versions, and XML section wrappers
- [Source material](https://docs.edisource.co/content-studio/source-material/): Attach files and articles Jo and the audit can ground against
- [Chat with Jo](https://docs.edisource.co/content-studio/chat-with-jo/): Inline edits, web and CMS search, templates, and blurbs
- [Audit a draft](https://docs.edisource.co/content-studio/audit-a-draft/): Check claims and quotes against source material
- [Post settings](https://docs.edisource.co/content-studio/post-settings/): Title, featured image, slug, tags, authors, and SEO
- [View menu and export](https://docs.edisource.co/content-studio/view-menu-and-export/): Hide toolbars and export Word, Google Doc, PDF, and more
- [Publish](https://docs.edisource.co/content-studio/publish/): Send to a CMS or custom integration, or mark the draft done

## Integrations

- [Overview](https://docs.edisource.co/integrations/overview/): CMS publishing, archive fetch, and outbound APIs
- [Connect a CMS](https://docs.edisource.co/integrations/connect-a-cms/): Ghost, WordPress, Drupal, Parameter1 credentials
- [Content fetching](https://docs.edisource.co/integrations/query-cms/): Read-only archive search schema
- [Custom integrations](https://docs.edisource.co/integrations/custom-integrations/): Webhooks, Zapier, and vendor connectors
- [Payloads and XML tags](https://docs.edisource.co/integrations/payloads-and-xml/): Map story fields and template tags onto JSON

## Function tools

- [Overview](https://docs.edisource.co/function-tools/overview/): Call your API during generation, not at publish time
- [Use cases](https://docs.edisource.co/function-tools/use-cases/): Trials, FDA actions, SEC filings, proposed rules, in-house data, and federal awards
- [Create a function tool](https://docs.edisource.co/function-tools/create-a-function-tool/): Name, endpoint, auth, and where the tool can run
- [Parameters and responses](https://docs.edisource.co/function-tools/parameters-and-responses/): Arguments, request mapping, and which fields come back
- [Use a function tool](https://docs.edisource.co/function-tools/use-a-function-tool/): Enable it on a template, in chat, or on Discover feeds

## Settings

- [Email aliases](https://docs.edisource.co/settings/email-aliases/): Create an address so Jo can turn a forwarded email into a draft